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C••••••••• I••••••••• G•••• L••

Family investment companyTop 500· Englewood, CO

Family investment company, based in Englewood, CO.

Composed from this office's classification, location and record.

Decision makers
1 of 8
The office's site, Form ADV Schedule A and filings
13F holdings
$1.2B
Form 13F
Last deployment
Jul 2026
The latest dated investment or commitment on record
Contact the CIOFind similar offices
1 export, up to 9 contact reveals
More
Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

What matters now

  1. 3 of 3
    deals outside its stated list

    Says it invests in public-equity selection uses value-oriented, bottoms-up analysis seeking under-valued stocks with above-market growth.. 3 of its 3 sector-tagged deals sit in sectors that list does not name: office (2).

    Its record is the better guide: pitch it on what it has done, not only on what it says.

    Derivedits own w•••••• against its dated dealsFor Founders and sponsors raising equityMandate →
Readings, classification basis and verificationidentity confidence 70% · 88 observations · 7 sourcesShow
Family investment companyVerified Sep 16, 2026 (7 days ago)8 people · 3 investments · 77 public positions · 93 events

Why this class: Unregistered 13F filer run by Hot Pockets co-founder D•••• M••••• as manager, CEO and president, in Englewood CO where the M••••• family foundations sit..

Real estate
50
elevated

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, co-investment.

Profile completeness 63% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
How the office says it invests
The office's own sentences, quoted from the pages linked beside each one and read on Sep 21, 2026. Nothing here is DFX's characterisation of the office.
Classification
Family investment company
Description
••• Locked
Headquarters
••• Locked
Office address
unknown
Business phone
unknown
Website
c••••••••.com
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$448M across 10 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale
Reported office AUM: unknown. 13F disclosed value $1.2B. Related foundation assets $448M. These are different facts and are never added together.
Form 13F
$1.2B across 77 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Family investment company 70%Unregistered 13F filer run by Hot Pockets co-founder D•••• M••••• as manager, CEO and president, in Englewood CO where the M••••• family foundations sit.Factverifiedsec.gov“••• Locked”
  • Sep 12, 2026Candidate 30%13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust companyInference
Family and wealth origin
show
Family served
M••••• family
Source of wealth
unknown
Operating company origin
unknown
Team
8 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
E• K•••••••••Chief Investment OfficerChief investment officer · investment decisions
email: ••• Locked (verified by provider, Sep 15, 2026)
S•••••• N••• familyVice President, Corporate StrategyLeadership · investment decisions
email: ••• Locked (verified by provider, Sep 15, 2026)
T•• B••••••Member, M••••• Family Advisory Board and Executive Investment Committee (formerly VP of Real Estate)Investment committee · investment decisionsnone on record
D•• V••••••••Chief Operating OfficerOperations and finance · investment decisionsnone on record
M•••••• N••••••••Executive Director of M••••• FoundationsOther · investment decisionsnone on record
Full team · 8 peopledecision makers first
PersonTitleResponsibilityBusiness contactSource
D•••• M•••••FounderLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
phone: ••• Locked (published by the subject, Apr 22, 2024)
D•••• M•••••Manager, Chief Executive Officer and PresidentLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
phone: ••• Locked (published by the subject, Apr 22, 2024)
sec.gov Fact
A••• H••••••Chief Financial OfficerOperations and financenone on record
Office contact points
Business phone: ••• Locked (published by the subject) c••••••••.com
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) c••••••••.com
Signals and timeline
25show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 25 events. 13F position changes are under Public stakes and holdings.

  • Sep 13, 2026Classification changed••• Lockedc•••••••••Factsec.gov
  • Sep 11, 2026Office discovered••• LockedDiscoveryInferencesec.gov
  • Dec 31, 2025Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2025Foundation assets changed••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2025Foundation officer joined••• LockedFoundationFactapps.irs.gov
Full timeline · 25 events
  • Dec 31, 2025Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2025Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2025Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Nov 30, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Nov 30, 2024Foundation assets changed••• LockedFoundationFactapps.irs.gov
  • Nov 30, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Nov 30, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Nov 30, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Nov 30, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Nov 30, 2024Foundation officer left••• LockedFoundationFactapps.irs.gov
  • Nov 30, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Nov 30, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Nov 30, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Nov 30, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Nov 30, 2024Foundation officer left••• LockedFoundationFactapps.irs.gov
  • Nov 30, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Nov 30, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Nov 30, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Nov 30, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Nov 30, 2022Foundation assets changed••• LockedFoundationFactapps.irs.gov
Investment mandate
show

••• Locked

Stated (their words, cited)
Sectors
••• Locked Fact c••••••••.com
“••• Locked”
Asset classes
••• Locked Fact c••••••••.com
“••• Locked”
Allocates to managers
••• Locked Fact c••••••••.com
“••• Locked”
Observed (from the investment record)
States
none Fact
Control
unknown (3) Fact
Sectors
office (2), multifamily residential (1) Fact
Subsectors
none Fact
Co investors
none Fact
Asset classes
real estate (3) Fact
Direct vs fund
Fund: 0 · Direct: 0 · Real estate: 3 Fact
Sponsors backed
none Fact
Investment count
3 Fact
Investment kinds
office real estate (2), multifamily real estate (1) Fact
First and last deal
Last: unknown · First: unknown Fact
Lead vs participant
unknown (3) Fact
Disclosed check sizes
Max: unknown · Min: unknown · Count: 0 Fact
••• Locked
Inferred (regulatory shape and team)
Public equity book
$922M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
Allocates to external managers across long-only equities, long/short equities, multi-strategy, global macro, event-driven, distressed, private equity and venture capital strategies.
Asset classes
Capital-markets arm invests directly and indirectly in two asset classes: public equities and external fund i•••••••••.
Sectors
Public-equity selection uses value-oriented, bottoms-up analysis seeking under-valued stocks with above-market growth.
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 77 for the quarter ended Jun 30, 2026; $1.0B shown of $1.2B reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
I•••••• Q•• T•UNIT SER 1$263M357,50022.9%
S••• S•• 5•• E•• T•TR UNIT$120M161,30510.5%
M••••• T••••••••• I••COM$96.1M83,2708.4%
I•••••• E••••••• T••••• F• T•S&P500 EQL WGT$88.1M414,1757.7%
I•••••• T•RUSSELL 2000 ETF$46.6M155,1384.1%
I•••••• T•RUS MID CAP ETF$39.9M362,1003.5%
B••••••• I••COM$29.9M79,1052.6%
A••••••• I••CAP STK CL A$28.1M78,6252.4%
N••••• C•••••••••COM$27.9M139,6102.4%
P••• A••• N••••••• I••COM$27.7M81,2142.4%
All 40 positionslargest value first
IssuerClassValueSharesWeight
A•••• I••COM$19.0M65,6071.6%
A••••• C•• I••COM$14.6M61,1751.3%
C•••••••• I••COM NEW$12.5M88,9721.1%
G•••••• S•••• G•••• I••COM$11.5M11,3901.0%
B• O• A•••••• C•••COM$11.4M200,4031.0%
M••••• S••••••COM NEW$10.7M51,0400.9%
B••••••••• I••COM$10.6M90,4390.9%
M•••••••• C•••COM$10.4M27,8840.9%
M•• R•••••• I•••••••••COM$10.1M211,5380.9%
E•••• C••• P••SHS$10.0M23,5700.9%
W••••••• C•• I••COM$9.9M132,7050.9%
U••••••••• G•••• I••COM$9.6M23,1300.8%
M••••••• I••• I•• N••CL A$9.5M25,7210.8%
J••••••• C•••• • C•COM$9.0M27,4570.8%
U••••• R•••••• I••COM$8.3M7,2900.7%
V••• I••COM CL A$8.3M24,0700.7%
A••••••• I••CAP STK CL C$8.1M22,8050.7%
A••••• I••COM$7.9M54,2450.7%
A••••• I••COM$7.7M30,6500.7%
H••• D•••• I••COM$7.3M20,7500.6%
N•••••• I••COM$6.7M94,0900.6%
E•••••• I••COM$6.7M6,4400.6%
V••••• C•••COM$6.3M39,4500.5%
S•••••••• I••CL A$6.2M24,3250.5%
S••••••••• I••COM$5.9M59,4000.5%
E••••• R•••••••••SH BEN INT$5.8M85,1000.5%
L•••• P••SHS$5.5M10,5550.5%
W•••••COM$5.4M20,0350.5%
S•••••• C•••COM$5.0M16,0300.4%
C••••• P••• T•COM$5.0M43,4000.4%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
All 25 changes
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
Real estate
show
  • M••••••••• a•••••••• p•••••••• ••••••• u••••• Multifamily real estate · Date not disclosed c••••••••.com
  • P••••••••• A••••• o••••• p•••••••• ••••••••• D•• Office real estate · Date not disclosed c••••••••.com
  • O••••• S••••• T•••• • H••• S••••• T•••• • 1•• O••••• S••••• ••••••• M• o••••• c••••••• Office real estate · Date not disclosed c••••••••.com
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
10show
Sources and evidence
95show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 95 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (4)
+20 v••••••• b••••••• p••••• (3)
Data confidence
+10 w••••••
+10 s••••• m••••••
+10 p•••••
+15 i•••••••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (6 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (6 sources)
+30 a•••••••••
Research priority
+15 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($921,972,383)
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+0 r••• (260)
Mandate confidence
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
+50 r••• e••••• i•••••••••
Co investment propensity
no components; scored 0
Family identity confidence
+40 f••••• n•••• (M••••• family)
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 95 observations
FactValueEffectiveSourceClass
Allocates to managers••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) c••••••••.comFact
Allocates to managers••• Locked
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) c••••••••.comFact
Asset classes••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) c••••••••.comFact
Asset classes••• Locked
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) c••••••••.comFact
Description••• LockedSep 21, 2026The office in its own words (description and investment thesis from its home, about, approach and criteria pages) c••••••••.comFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar fts mention84Sep 12, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) efts.sec.govFact
Family involvement••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) c••••••••.comFact
Family involvement••• Locked
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) c••••••••.comFact
Family servedM••••• family
“••• Locked”
n/aDFX analyst research (General-assisted, every claim URL-cited) c••••••••.comFact
Family wealth estimate••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.orgFact
Family wealth estimate••• Locked
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.orgFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalNon adviser filerDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-03-31Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions77Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions77Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions66Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions69Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions65Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions68Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions64Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions62Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.2BJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$922MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$836MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$814MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$747MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$653MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$713MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$618MMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Formation year2003
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) c••••••••.comFact
Formation year2003
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) c••••••••.comFact
Headquarters••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) c••••••••.comFact
Headquarters••• Locked
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) c••••••••.comFact
HeadquartersEnglewood, COJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersEnglewood, COMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersEnglewood, CODec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersEnglewood, COSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersEnglewood, COJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersEnglewood, COMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersEnglewood, CODec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersEnglewood, COMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Investment thesis (stated)••• LockedSep 21, 2026The office in its own words (description and investment thesis from its home, about, approach and criteria pages) c••••••••.comFact
Office type (stated)Family investment company
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Philanthropy program••• Locked
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Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) c••••••••.comFact
Philanthropy program••• Locked
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Real estate strategy••• Locked
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Site mentionsfund_i•••••••••,private_equity,real_estateSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••••.comFact
Site mentionsfund_i•••••••••,private_equity,real_estateSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••••.comFact
Site mentionsfund_i•••••••••,private_equity,real_estateSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••••.comFact
Site mentionsfund_i•••••••••,private_equity,real_estateSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••••.comFact
Website••• LockedSep 15, 2026DFX model output (c••••••••• rules, scores, mandates, matches) c••••••••.comInference
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••••.comFact
Website readsite-fo-3Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••••.comFact
Website searchresearch_hint:c••••••••.com
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n/aDFX analyst research (General-assisted, every claim URL-cited) c••••••••.comInference
Website searchNot foundSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference

Not yet on record: direct investments.